Neighborhood Info Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. I can help you learn about neighborhoods in [Primary Service Area]!
2. Which neighborhood or area are you interested in? The visitor types a reply.
3. What would you like to know about [visitor's neighborhood]?
   • Schools
   • Crime & Safety
   • Restaurants & Shopping
   • Commute Times
   • Market Trends
4. [Agent Name] can send you a detailed school report for [visitor's neighborhood] including ratings, test scores, and enrollment info. Would you like that emailed to you?
5. [Agent Name] can provide a detailed safety report for [visitor's neighborhood]. Want it sent to your email?
6. [visitor's neighborhood] has a variety of dining and shopping options. [Agent Name] can send you a local guide. Want it emailed?
7. [Agent Name] can provide commute time estimates from [visitor's neighborhood] to your workplace. Want a personalized report?
8. [Agent Name] can send you a market snapshot for [visitor's neighborhood] including median prices, days on market, and year-over-year trends.
9. What's your email address? The visitor types an email address.
10. And your name? The visitor types a reply.
11. The visitor is saved as a lead, tagged:
    • neighborhood_research
    • buyer_lead
12. Thanks, [visitor's client name]! [Agent Name] will send that info to [visitor's email] shortly.
    • View Homes for Sale
    • Get Market Report
13. Happy house hunting! -- [Agent Name], [Brokerage Name]

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: neighborhood_research, buyer_lead. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

For more on using a chatbot in this kind of business, see our page on chatbots for real estate.

More lead qualification templates

• Real Estate Lead CaptureQualify buyers/sellers with timeline, budget, and pre-approval status.
• Insurance Quote QualifierPre-qualify insurance leads by coverage type and timeline.
• Home Services Quote RequestQualify leads for HVAC, plumbing, roofing, cleaning, etc.
• Auto Dealer Lead CaptureQualify car shoppers with new/used preference and trade-in status.
• Mortgage Pre-QualificationScreen mortgage leads with income, credit, and property questions.
• Legal Intake / Case ScreeningScreen potential legal clients with case type and timeline.